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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-07-13 |
Branch Locations
20 Burlington Mall Rd Suite 440, Burlington, MA 01803 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 10/2009 | 07/2020 |
| Bank Of America, N.A. | Burlington | MA | 06/2011 | 07/2020 |
| Raymond James & Associates, Inc | Burlington | MA | 07/2020 | Present |
| Dukas Auctioneer Group | Lynnfield | MA | 08/2025 | Present |
1) Name of Business: Individually owned Address: 30 Maywood Rd, Lynnfield , MA, 01940, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/27/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Mutli family in Wakefield ( was primary residence) now is a full rental. (2) Name of Business: SAG-AFTRA Address: 30 Maywood Rd, Lynnfield, MA, 01940, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 07/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Currently inactive. Actor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-16 |
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